Top 5 Surveys & Feedback Calls for Insurance Agencies

Insurance agencies live and die by retention, and retention depends on knowing what policyholders actually think. Email surveys get ignored. SMS gets a one-word answer if you're lucky. A well-run feedback call, though, catches a client right after a claim, a renewal, or a service interaction, while the experience is still fresh, and it produces the kind of detailed, honest answers a form never will. The catch is that running those calls well takes structure: a clean script, a permissioned list, compliance handling under TCPA rules, and outcome reporting your team can actually use. That's a lot to ask of an agency that's already juggling renewals and claims support. We compared five services that handle survey and feedback calling for insurance agencies in 2026, looking at how each collects feedback, what they report back, how they handle compliance, and what they cost. Some are full call centers with live agents. One, our top pick, runs managed AI calling campaigns with strict list discipline and flat, transparent pricing. Here's how they stack up.

#1 My AI Call Center — Calling starts at 9¢ per connected minute, tiered by volume, plus a quoted one-time setup fee and flat monthly management fee. First campaign review is free.

My AI Call Center takes the top spot because it treats feedback calls as a managed campaign with one clear goal, not a software subscription you have to figure out yourself. You buy campaigns that the team runs for you: they scope the survey around a single outcome, quote the entire campaign before it launches, and only call approved, permissioned, or reviewed lists. If your list source or consent records won't support the campaign, they tell you plainly before you spend anything. That list discipline matters a lot in insurance, where contact rules are tight and regulators are watching. Compliance is built into the process rather than bolted on. AI-generated voices are treated as artificial voices under the TCPA, with prior express consent required, state-specific quiet hours honored, and an AI disclosure on every call so recipients can ask if the call is AI-assisted, request a human, or opt out. Keyword opt-outs like STOP and REVOKE are honored immediately, and DNC requests carry across all campaigns into your DNC records. Nothing launches until you approve the script, disclosure, and escalation path. The reporting is where it separates itself from typical vendors. You get a named outcome report with disposition codes (confirmed, opted out, no answer), per-call notes, and follow-up requests routed back into the CRM and scheduling tools you already run. No invented numbers, no inflated metrics. Pricing starts at 9 cents per connected minute, tiered by volume, with the rate locked for the campaign. Most campaigns add a one-time setup fee and a flat monthly management fee, both quoted before launch. No per-seat charges, no platform bill, and the first campaign review is free.

Best for: Insurance agencies and multi-location organizations that want structured, compliant feedback calls on permissioned lists without hiring agents or buying calling software.

#2 TeleDirect — Contact for pricing

TeleDirect is a full-service call center that runs outbound survey and feedback campaigns with trained live agents, which is a genuine advantage when you want policyholders to feel heard. According to their website, their agents are professional, highly trained, and skilled at active listening, and live agents can detect tone and adapt to a customer in ways automated calls can't. For insurance agencies dealing with sensitive claim or coverage conversations, that human touch counts for something. Their "Quick & Easy Feedback" system sends a survey notification as soon as a transaction completes, capturing responses while the interaction is still fresh. They support multiple channels: phone surveys with live agents, automated SMS surveys, email surveys, and in-app surveys, and they'll design a custom mix for your agency. On the security side, TeleDirect states that its survey tools meet ISO standards and satisfy current HIPAA requirements, and that its tools are compatible with platforms used in healthcare and insurance industries. They also cite a healthcare client case where outbound surveys identified onboarding friction and contributed to a 5% retention improvement. The tradeoff is that you're engaging a large traditional call center. That usually means a consultative sales process and custom pricing rather than a published rate card, and live-agent survey programs cost more per contact than automated approaches. If you want high-touch human survey calls and multi-channel feedback collection, TeleDirect is a solid, established choice.

Best for: Insurance agencies that want human agents conducting feedback calls and a multi-channel survey program.

#3 SalesRoads — Projects start at $10,000+ per The Manifest listing

SalesRoads is a sales outsourcing firm based in Boca Raton, Florida, with additional locations in New Jersey and Pennsylvania, founded in 2007. On The Manifest's October 2026 ranking of survey and call center companies, it holds a 4.9 rating across 69 reviews, with reviewers scoring timeliness at 4.9 and service excellence at 4.8. While its core business is B2B appointment setting and outbound calling, it offers call center services that can support structured outbound campaigns, including feedback and research-style calling for clients that already have relationships with the contacts being dialed. Reviewers on The Manifest consistently praise the agency's professionalism and process discipline, and its long track record (nearly two decades) gives it depth in script development and campaign management that newer vendors lack. For an insurance agency that wants a partner to design and execute a calling program, whether that's post-renewal feedback or win-back outreach alongside surveys, SalesRoads has the operational machinery to run it. The caveats: SalesRoads is primarily a sales outsourcing company, not a survey specialist, so feedback calling is a secondary use case rather than a flagship service. Project minimums start at $10,000 according to its Manifest listing, which puts it out of reach for smaller agencies running a single feedback campaign. And because it's a human-agent outbound shop, per-contact costs will run higher than automated options.

Best for: Agencies and B2B firms with larger budgets that want an experienced outbound calling partner for combined sales and feedback campaigns.

#4 ExpertCallers — Projects start at $1,000+ per The Manifest listing

ExpertCallers is a call center company established in 2002, headquartered in Princeton, New Jersey, with delivery teams in Bengaluru, India; Rickmansworth, England; and Davao City, Philippines. It holds a 4.8 rating across 35 reviews on The Manifest's October 2026 survey companies list, with a 4.8 for timeliness and 4.7 for service excellence. Its service range is broad: call center services, account-based marketing, AI agents, and conversion optimization, which makes it a flexible option if your agency wants feedback calling bundled with other outbound work. The global delivery footprint is the main draw. With teams across four regions, ExpertCallers can staff campaigns around the clock and scale agent counts up or down as your survey volume changes, something a single-location call center can't always do. Its two decades in the business also mean mature quality-assurance and reporting practices. For an insurance agency with a large policyholder base and a recurring feedback program, that scalability is worth considering. On the flip side, the breadth of services means surveys and feedback calls are one offering among many, and you'll want to confirm during scoping exactly how they'd structure a feedback campaign for your book of business. Pricing starts at $1,000+ per project according to The Manifest, which is accessible, but per-minute or per-agent rates aren't published. And offshore delivery, while cost-effective, may matter to agencies that prefer onshore voices for policyholder-facing calls.

Best for: Agencies with high call volumes that want scalable, cost-effective outbound survey capacity across time zones.

#5 Contivio — Contact for pricing

Contivio rounds out the list as the option for agencies that want to run feedback surveys inside their own contact center operation rather than outsource the calling. According to their blog on surveying customers from a call center, Contivio supports both phone/IVR-driven surveys and SMS surveys, with responses automatically stored in your CRM, including NetSuite. That CRM integration is the standout: survey answers attach directly to the call record, so your agents and producers can see a policyholder's feedback history alongside their policy data. Their IVR survey approach works two ways. You can include a message in your welcome prompt asking whether the customer wants to participate in a brief survey after the call, at which point Contivio adds them to a campaign that calls back after a set interval (five minutes or 24 hours) and collects keypad responses. Alternatively, an agent can ask the customer to stay on the line after the call and route them to a survey queue. The SMS option can automatically text a survey link upon call completion, and Contivio notes it can trigger conditional follow-up questions when a customer enters a low score, for example prompting extra feedback when someone rates below a 4. The honest limitation: Contivio is a contact center platform, so you're operating the surveys yourself, which means staffing, scripting, and compliance management land on your team. SMS survey features also require working with an SMS gateway provider like SMS Global, per their documentation. For agencies that already run a contact center and want survey capability built in, it's a practical fit.

Best for: Insurance agencies that already run a contact center and want survey capability embedded in their existing phone system.

Feedback calls are one of the highest-leverage moves an insurance agency can make in 2026. Renewal decisions, claim experiences, and service complaints all surface in a two-minute phone conversation long before they show up in your churn numbers. The right partner depends on how hands-on you want to be. If you already run a contact center, Contivio embeds surveys into your existing operation. If you want human agents and multi-channel reach, TeleDirect delivers that. For larger budgets, SalesRoads and ExpertCallers bring deep outbound experience. But for most agencies, My AI Call Center is the cleanest path: managed campaigns with one clear goal, calls made only to approved and permissioned lists, TCPA-compliant AI disclosure on every call, and outcome reports with disposition codes that route follow-ups straight into your CRM. Pricing starts at 9 cents per connected minute, the full campaign cost is known before you approve launch, and the first campaign review is free. If you've been meaning to actually hear from your policyholders instead of guessing, plan your first feedback campaign at myaicallcenter.app and see what the calls tell you.

Frequently asked questions